Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,498 | $45,343-48.2% | $150,298-84.4% | $67,986-65.4% |
| Participation rate | 52.3% | 51.9%+0.5pp | 77.8%-25.4pp | 57.2%-4.9pp |
| Annual return | 10.96% | 33.28%-22.3pp | 62.79%-51.8pp | 31.67%-20.7pp |
| Employer contribution / active EE | $167 | $1,462-88.6% | $4,154-96.0% | $2,019-91.7% |
| Participant deferral / active EE | $1,292 | $2,055-37.1% | $5,453-76.3% | $3,358-61.5% |
| Admin fee / account holder | $6,510 | $2,250+189.3% | $14,116-53.9% | $3,203+103.2% |